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Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,800 | $211,946-77.9% | $169,452-72.4% | $135,380-65.4% |
| Participation rate | 100.0% | 82.6%+17.4pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -2.62% | 3.26%-5.9pp | 1.83%-4.5pp | 519.81%-522.4pp |
| Employer contribution / active EE | $0 | $5,117-100.0% | $4,157-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $5,400 | $6,075-11.1% | $5,277+2.3% | $5,609-3.7% |
| Admin fee / account holder | $14,571 | $11,472+27.0% | $9,110+60.0% | $10,828+34.6% |